Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Icahn Enterprises IEP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$61.5K Buy
8,141
+5,220
+179% +$40.9K ﹤0.01% 3652
2025
Q4 		$22K Buy
2,921
+2,780
+1,972% +$22.4K ﹤0.01% 4119
2025
Q3 		$1K Buy
141
+62
+78% +$543 ﹤0.01% 5135
2025
Q2 		$1K Hold
79
– – ﹤0.01% 5019
2025
Q1 		$1K Hold
79
– – ﹤0.01% 4920
2024
Q4 		$1K Sell
79
-544
-87% -$6.58K ﹤0.01% 4721
2024
Q3 		$8K Buy
623
+188
+43% +$2.84K ﹤0.01% 3888
2024
Q2 		$7K Hold
435
– – ﹤0.01% 3713
2024
Q1 		$7K Buy
435
+80
+23% +$1.47K ﹤0.01% 3510
2023
Q4 		$6K Buy
355
+206
+138% +$3.6K ﹤0.01% 3433
2023
Q3 		$3K Sell
149
-201
-57% -$5.08K ﹤0.01% 3672
2023
Q2 		$10K Buy
350
+347
+11,567% +$12.6K ﹤0.01% 3081
2023
Q1 		$0 Buy
+3
New +$159 ﹤0.01% 4183
2021
Q2 		$7K Hold
119
– – ﹤0.01% 2249
2021
Q1 		$7K Hold
119
– – ﹤0.01% 2249
2020
Q4 		$7K Hold
119
– – ﹤0.01% 2249
2020
Q3 		$7K Hold
119
– – ﹤0.01% 2247
2020
Q2 		$7K Hold
119
– – ﹤0.01% 2247
2020
Q1 		$7K Hold
119
– – ﹤0.01% 2247
2019
Q4 		$7K Hold
119
– – ﹤0.01% 2247
2019
Q3 		$7K Hold
119
– – ﹤0.01% 2246
2019
Q2 		$7K Hold
119
– – ﹤0.01% 2246
2019
Q1 		$7K Buy
119
+19
+19% +$1.33K ﹤0.01% 2246
2018
Q4 		$6K Hold
100
– – ﹤0.01% 1481
2018
Q3 		$7K Hold
100
– – ﹤0.01% 1249
2018
Q2 		$7K Hold
100
– – ﹤0.01% 1107
2018
Q1 		$6K Hold
100
– – ﹤0.01% 969
2017
Q4 		$5K Hold
100
– – ﹤0.01% 1089
2017
Q3 		$5K Hold
100
– – ﹤0.01% 1078
2017
Q2 		$5K Hold
100
– – ﹤0.01% 883
2017
Q1 		$5K Hold
100
– – ﹤0.01% 866
2016
Q4 		$6K Hold
100
– – ﹤0.01% 822
2016
Q3 		$5K Buy
+100
New +$5.28K ﹤0.01% 826

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Soviero Asset Management New York $238M AUM 137.99% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IEP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Icahn Enterprises (IEP) stake by 179% in Q1 2026, buying an estimated $40.9K and bringing the position to 8,141 shares worth $61.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3652.

Carson Wealth (CWM LLC) first reported a position in IEP in Q3 2016 and has held it in 33 quarters since. 112 funds tracked by Wall St. Rank hold IEP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,141 shares of Icahn Enterprises worth $61.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,220 Icahn Enterprises shares in Q1 2026, an estimated $40.9K.
  • Icahn Enterprises made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3652 holding.
  • Carson Wealth (CWM LLC) first reported a position in Icahn Enterprises in Q3 2016 and has held it in 33 quarters since.
  • 112 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.